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Moelis & Co shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Moelis & Co

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All positions including Moelis & Co held by C.M. Bidwell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $73k 1.1k 68.74
2025-09-30 $76k 1.1k 71.32
2025-06-30 $62k 995 62.32
2025-03-31 $58k 995 58.36
2021-12-31 $223k 3.6k 62.50

More positions owned by C.M. Bidwell & Associates

Vanguard S&p 500 Etf idx (VOO)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Total Stock Market ETF (VTI)
Vanguard Malvern Fds strm infproidx (VTIP)
iShares Russell 2000 Index (IWM)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
Schwab Strategic Tr sht tm us tres (SCHO)
iShares S&P 500 Index (IVV)
Ishares Tr core strm usbd (ISTB)
iShares MSCI ACWI ex US Index Fund (ACWX)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
Schwab Strategic Tr 0 (SCHP)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)

View all positions for C.M. Bidwell & Associates

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
London Company
Charles Schwab Investment Management
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
HighTower Advisors
Madison Asset Management
Dimensional Fund Advisors
Natixis Asset Management Advisors

View all funds holding Moelis & Co